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Team and organization settings

Custom fields for properties and clients

Add your own fields to property and client records, with a type, required flag and order, and use them in imports.

  • Updated
  • For managers

Who can do this: Owners and admins

Create a field

  1. Open Settings, then Custom fields.
  2. Choose Properties or Clients, then Add field.
  3. Enter a label, choose a type, set whether it is required, and add choices if it is a list.
  4. Reorder fields with the move buttons. The order is the order of the editor.
Custom field types
TypeHolds
TextFree text.
NumberA number.
DateA calendar date.
Choice listOne value from a list you define, one choice per line, up to 50.
Yes or noA switch.

Good to know

  • Every field has a key used in CSV imports and exports. It is set when you create the field and cannot change afterwards.
  • Values are checked against the type when you save a record.
  • If you remove a field, the values already saved are kept but hidden. They reappear if you add the field back with the same key.
  • Required fields are enforced when someone saves a record, so add them before you import data.

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